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Cheryl A Bodwin

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
AZ RA APPROVED 2012-05-07
  • TX RA
    APPROVED
    Since 2026-05-07
  • AZ RA
    APPROVED
    Since 2012-05-07

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Phoenix AZ 11/1999 Present
Schwab Wealth Advisory Inc Phoenix AZ 01/2012 Present
Other Businesses

Start Date = 02-01-15| Rental property| Owner/landlord| Peoria, AZ| Hours/Month = Less than 20| owner of rental home| Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-26
S63 Uniform Securities Agent State Law Examination 2000-03-24
  • S66 Uniform Combined State Law Examination
    2007-01-26
  • S63 Uniform Securities Agent State Law Examination
    2000-03-24
Other Names
  • Cheryl Ann Bodwin

View on SEC IAPD

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